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Reviews, get directions and contact details for Morgan & DiSalvo, P.C.

About

Life Changes: Plan for it.

Story

We help people with their estate planning: consulting with clients and then preparing Wills, trusts, powers of attorney, advance directives for health care, and other estate planning documents as needed. We prepare gift tax returns. We also help people who need to deal with the loss of a loved one: helping probate Wills, get appointed as Executor or Administrator of an estate, deal with the estate administration, work with trusts, and file estate tax returns. We help business owners plan to eventually leave their businesses, with business succession planning, buy-sell agreements, and related tasks. We help the charitably inclined set up charities and make charitable gifts. We can also help deal with the IRS or the Georgia Department of Revenue on income, employment, estate, or gift tax problems.

Mission

Our mission is to help our clients plan for the future, so that they and their loved ones can better enjoy the fruits of their hard work.

Address: 5755 North Point Pkwy Ste 17, Alpharetta, GA 30022, USA
Phone: (678) 720-0750
moc.ovlasidnagrom@ofni
State: Georgia
Zip Code: 30022


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Reviews
We have used the services of the firm for 2 different legal document preparation situations. The professionalism and support delivered both times were STELLAR. Grateful to both Loraine and Allison for their guidance.
8 years ago (18-12-2017)
Richard Morgan, partner at Morgan & DiSalvo was personable and professional. He was extremely knowledgeable with setting up our Trusts and Wills. We would highly recommend him to our family and friends.
8 years ago (27-12-2017)
Excellent for Estate Planning! Richard is very personable and knowledgeable. He spent plenty of time with me understanding my needs and outlining my options. I am very happy with the service I received!
8 years ago (14-08-2017)
I have been using Morgan & DiSalvo for my family's estate planning needs for over 15 years. We are now in the process of coordinating the estate planning needs for my special needs brother. I would not trust anyone other than Morgan & DiSalvo to handle this matter.
8 years ago (19-09-2017)
Richard is very knowledge and was patient in explaining Georgia trust law.
8 years ago (05-11-2017)
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